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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,360 | $82,324-68.0% | $68,803-61.7% | $134,545-80.4% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.0%-16.8pp | 81.2%-29.1pp |
| Annual return | -21.70% | -2.17%-19.5pp | -6.37%-15.3pp | 418.37%-440.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $898 | $4,740-81.1% | $3,942-77.2% | $6,401-86.0% |
| Admin fee / account holder | $565 | $6,485-91.3% | $4,936-88.6% | $11,431-95.1% |